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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,522 | $91,179-90.7% | $178,499-95.2% | $79,852-89.3% |
| Participation rate | 86.6% | 69.2%+17.4pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 13.66% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $849 | $3,256-73.9% | $5,011-83.1% | $2,471-65.6% |
| Participant deferral / active EE | $729 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $303 | $6,749-95.5% | $13,986-97.8% | $5,306-94.3% |